Create a contact in HubSpot when a new contact matching specific conditions is created in Brevo

■Overview

When using Brevo and HubSpot together, do you find yourself spending too much time entering customer data twice or transferring it manually? These manual tasks not only take time but can also lead to human errors, such as input mistakes and missed updates. With this workflow, whenever a contact that meets specific conditions is created in Brevo, a contact is automatically created in HubSpot as well. This streamlines data sharing between Brevo and HubSpot and makes customer management more efficient.

‍

■Who This Template Is Recommended For

• Marketing and sales professionals who use Brevo and HubSpot together and manually synchronize contact information
• Anyone who wants to prevent human errors, such as input mistakes and missed updates, when transferring data from Brevo to HubSpot
• Teams that use different tools across departments and want to streamline operations by automating customer data synchronization

‍

■Benefits of Using This Template

• Automatically create a contact in HubSpot when a contact is created in Brevo, reducing the time previously spent transferring data manually
• Eliminate manual data entry to prevent human errors, such as transfer mistakes and missed registrations, while maintaining data accuracy and consistency

‍

■Workflow Steps

1. First, connect Brevo and HubSpot to Yoom
2. Next, select Brevo as the trigger and set the action to “When a new contact is created”
3. Then, configure a branch in the operations so that subsequent actions run only when specific conditions are met
4. Finally, select HubSpot in the operations, set the action to “Create a contact,” and map the information retrieved from Brevo

※ “Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger starts.

‍

■Customization Options

• In the branching step, define which information from contacts created in Brevo should be used as the condition for sending data to HubSpot. For example, you can target only contacts added to a specific list
• When creating a contact in HubSpot, map information from Brevo to any custom fields you want to sync, in addition to basic information such as the name and email address

‍

■Important Notes

• Connect both Brevo and HubSpot to Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Please note that the shortest available trigger interval varies by plan.
• Branching is an operation available on the Mini plan and above. On the Free plan, workflow operations that use branching will result in an error.
• Paid plans, including the Mini plan, come with a 2-week free trial. During the free trial, you can use apps and features (operations) that are otherwise restricted.